Position in BAC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,562,218
+$495,648 QoQ
Shares Held
62,517
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,145
of 3,594 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $31,578,924 across 10 Banks - Diversified names. BAC ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,303 | $8,282,430 | |
| 2 | RY |
Royal Bank Of Canada
|
25,240 | $5,223,922 | |
| 3 | BAC |
Bank Of America Corp /De/
This page
|
62,517 | $3,562,218 | |
| 4 | UBS |
UBS Group AG
|
57,440 | $2,846,726 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,834 | $2,382,841 | |
| 6 | C |
Citigroup Inc
|
16,000 | $2,239,360 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
12,663 | $2,237,552 | |
| 8 | BNS |
Bank Of Nova Scotia
|
22,305 | $1,936,966 |
All Filings in BAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,562,218 | 62,517 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $3,066,570 | 62,904 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,552,010 | 64,582 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $3,431,302 | 66,511 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $3,218,233 | 68,010 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,809,347 | 67,322 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,032,593 | 69,001 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $2,794,384 | 70,423 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $2,827,129 | 71,087 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $2,782,342 | 73,374 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,488,111 | 73,897 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $2,059,414 | 75,216 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $2,436,584 | 84,928 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,450,305 | 85,675 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,889,951 | 87,257 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,628,517 | 87,037 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,849,297 | 91,529 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,213,093 | 126,470 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $7,315,846 | 164,438 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,683,396 | 228,113 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,740,216 | 236,241 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $10,630,928 | 274,772 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $8,111,956 | 267,633 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,991,977 | 248,733 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,010,976 | 295,199 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $5,033,505 | 237,094 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||